The Reserve Bank of Australia Marginally Concedes To A Brighter Outlook

(This is an excerpt from an article I originally published on Seeking Alpha on April 4, 2013. Click here to read the entire piece.) For many months, the Reserve Bank of Australia has been rolling out the same story of a peak in commodity prices, resource investment, and terms of trade. This month’s monetary policy … Read more

Fresh Unemployment Records Help To End The Rally In The Spain Index Fund

(This is an excerpt from an article I originally published on Seeking Alpha on February 25, 2013. Click here to read the entire piece.) {snip} Last month, Spain’s unemployment rate reached Depression-like levels when it hit a record 26% and projections are for it to increase to 27% this year. {snip} EWP is up an … Read more

The Reserve Bank of Australia Explains the Link Between the Currency and Interest Rates

(This is an excerpt from an article I originally published on Seeking Alpha on February 25, 2013. Click here to read the entire piece.) On February 22nd, Reserve Bank of Australia (RBA) Governor Glenn Stevens spoke with the Australian House of Representatives Standing Committee on Economics. {snip} In his opening statement, Stevens delivered a nice … Read more

Pound vs Euro – Debt Downgrade Vs GDP Downgrade

(This is an excerpt from an article I originally published on Seeking Alpha on February 25, 2013. Click here to read the entire piece.) Shortly after U.S. trading closed on Friday, February 22nd, Moody’s downgraded UK debt one notch from Aaa to Aa1 with a stable outlook. This downgrade is a natural extension of the … Read more

More Confirmation of Price and Cost Pressures In Homebuilding

(This is an excerpt from an article I originally published on Seeking Alpha on April 17, 2013. Click here to read the entire piece.) The U.S. core Consumer Price Index (CPI) increased 0.1% month-over-month in March as reported inflation continues to be mild. Housing is one industry that is no longer sticking to the script … Read more